Kyle Roy, the founder and CEO of ROI Financial Group, dedicated the first 19 years of his career to traveling throughout the United States, educating financial advisors on retirement income products and solutions. During that period, he cultivated an extensive network of talented and influential professionals and acquired a profound understanding of the insurance and financial services industry. Through teaching hundreds of investment and retirement planning courses, Kyle gained insights into the construction and distribution of investment products, as well as the operations of financial planning firms.
In 2020, drawing upon his vast knowledge and expertise, Kyle made the strategic decision to establish a regional financial planning company. His motivation was to provide client families with a truly personalized experience that incorporated the best practices and offerings within the industry. Thus, ROI Financial Group was founded, reflecting Kyle's commitment to delivering exceptional service and leveraging his industry experience for the benefit of his clients.
The first step in realizing your dreams is visualizing them. Every day we build financial plans for our client families so that they can understand where they are, and visualize the steps they need to take to get to where they want to be.
We envision a future where every one of our clients has a written financial plan so that they can live without the fear that accompanies financial insecurity and focus every moment on those activities that bring them joy.
Promise 1: Honesty
No matter how difficult the situation, our team will be honest in every interaction.
Promise 2: Accountability
Mistakes happen. When they do, we'll make it right.
Promise 3: Availability
Contact our team anytime, you will hear back from us in 24 business hours.
Promise 4: Transparency
Our online and reporting resources ensure a crystal-clear picture of where your investments stand.